Position in CFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,280,849
+$4,558,932 QoQ
Shares Held
160,994
+43.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#189
of 1,095 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $151,872,239 across 115 Banks - Regional names. CFG ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
74,358 | $18,308,426 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
304,928 | $13,226,252 | |
| 3 | TFC |
Truist Financial Corp
|
253,065 | $12,607,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
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|
160,994 | $11,280,849 | |
| 5 | RF |
Regions Financial Corp
|
314,859 | $9,508,741 | |
| 6 | USB |
US Bancorp De
|
115,430 | $6,971,972 | |
| 7 | FHN |
First Horizon Corp
|
240,924 | $6,177,291 | |
| 8 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 |
All Filings in CFG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,280,849 | 160,994 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,721,917 | 112,088 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $3,914,462 | 67,017 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $718,723 | 13,520 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $516,728 | 11,547 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $472,425 | 11,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $492,606 | 11,257 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $447,416 | 10,894 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $402,383 | 11,168 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $103,680 | 2,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $100,845 | 3,043 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $66,678 | 2,488 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,936 | 2,835 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $74,770 | 2,462 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $374,369 | 9,509 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $473,699 | 10,083 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,048,634 | 22,861 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,439,201 | 32,598 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,101,694 | 30,808 | Shares | Sole | 2021-01-27 | |
| 2020-03-31 | $510,936 | 27,163 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||